Ian Bloom

CFP

®,

RLP

®

Certified Financial Planner

Ian Bloom CFP

Expertise

Financial life planning, investment management, financial literacy

Education

Appalachian State University (BA); The American College of Financial Services (CFP®); Kinder Institute of Life Planning (RLP®)

About

Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.

In the press

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Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Selected stories from Ian

How to convert term life to whole life insurance

You can often convert your term life policy into whole life or another type of permanent coverage before the end of your term. You can contact your insurer to learn more about your conversion options.

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Life insurance graded death benefit: What it is, how it works, pros & cons

Life insurance policies with a graded death benefit come with a waiting period — if you die before the waiting period expires, your loved ones will only receive a portion of the full coverage amount on your policy.

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How to transfer a life insurance policy

If you have life insurance, you’re usually the owner of your policy. But there are circumstances where you may want to transfer ownership to someone else. Here’s when it makes sense and how to do it.

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